Banking Consultant - Consumer

C200 Heartland Bank Limited; Auckland; Hybrid; NZD 50,000 - 70,000; Full time

Benefits offered by this job

Employee benefits

Insurance package

Flexible working options

Social events

Job summary

Heartland Bank is seeking a customer-focused specialist to support auto vehicle lending across New Zealand. You’ll guide applicants through the loan process, answer questions, and help customers make informed borrowing choices.

You’ll handle inbound and outbound calls, perform compliance checks, and contribute to retention efforts within the Auto business, while thriving in a fast-paced environment and building strong relationships.

Qualifications

• Proven customer service experience.
• Experience within financial services or lending is a plus.
• Strong communication skills, both written and verbal.
• Self-motivated with a drive to achieve successful outcomes.

Responsibilities

• Engage with customers, answering questions around auto finance.
• Assist customers in making informed borrowing decisions.
• Accurately complete all required compliance checks and enquiries to ensure policy, regulatory and legislative obligations are met.
• Receive inbound and make outbound calls to gather information, follow up on leads and keep things moving.
• Assist with our retention strategy across the Auto business.

Skills

Customer service

Communication

Self-motivated

Financial services experience

Job description

Is this your next role? You’ll deliver exceptional service to prospective auto vehicle lending customers across NewZealand, guiding them through their loan application and answer any questions along the way. No day is the same however you will: Engage with customers, answering questions around auto finance Assist customers in making informed borrowing decisions. Accurately complete all required compliance checks and enquires to ensure our policy, regulatory and legislative obligations are met in every instance. Receive inbound and make outbound calls to gather information, follow up on leads and keep things moving. Assist with our retention strategy across the Auto business Roll up your sleeves to get things done. Does this sound like you? You’re adaptable, customer-focused, and thrive in a fast-paced environment. You can juggle priorities while building strong relationships and delivering outstanding service.

Your ideal experience and skills:

• Proven customer service experience.
• Experience within financial services or lending is a plus
• Strong communication skills, both written and verbal.
• Self-motivated with a drive to achieve successful outcomes.

A bit about us and what we do Heartland is an NZX/ASX-listed financial services group with big growth plans. Heartland owns both Heartland Bank in NewZealand and Heartland Bank in Australia. We provide award-winning savings and finance products to a diverse range of customers including business owners, farmers and retirees.

Here you’ll find:

• A supportive, inclusive team culture
• Real career development opportunities
• Employee banking benefits
• an excellent insurance package
• and flexible working options
• Sports teams, social events, and Friday night pizzas & drinks!

Diversity & Inclusion

We’re proud to celebrate the many characteristics that make each of us different. We embrace diversity in all its forms and believe in creating an environment that helps us better understand and serve our customers. As a Living Wage Employer, a Hearing Accredited Workplace, and a Rainbow Tick certified organisation, we're committed to doing right by our people.

Keen to learn more? For an insight into life at Heartland, check out our Instagram @heartlandbanknz or follow us on LinkedIn www.linkedin.com/company/heartland-bank-nz.

Please note you must be eligible to work in NewZealand.

Heartland is an innovative and award-winning financial services group. We’re committed to creating a culture of inclusivity that celebrates our diversity and supports the wellbeing of our people.

Across the Heartland group, we’re looking for people who will embrace the opportunities we provide to learn, contribute and make a difference. You’ll find meaningful work and an environment that is fast-paced, rewarding and supportive.

The Heartland group is a digital financial services group of companies, which includes Heartland Bank in NewZealand and Heartland Bank in Australia (which includes our StockCo team).